Creditor

The function of Generate Invoice Approvals is to collate all invoices, debits and credits that that been entered into the system that require payment approval, before further action can be taken, by a nominated staff member. Invoices that require approval are entered in the Invoices to be Approved form in the main Creditor Directory.

The Invoice Approval Report should be generated prior to sending to ensure all invoice details are correct.

Sample Generate Invoice Approvals Selection Form

Entry Instructions Generate Invoice Approvals Selection Form

To Send Invoices for Approval
• Select Send <tab> (use space bar or left mouse click to select/deselect the flag).
• Select the Select All button to highlight all the Approvers appearing in the list or use Ctrl+Click to select individual records (Deselect All to reverse any records selected).
• Select the Select All button to highlight all the Invoices appearing in the list or use Ctrl+Click to select individual records (Deselect All to reverse any records selected).

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To Receive Approved Invoices
• Select Receive <tab> (use space bar or left mouse click to select/deselect the flag).
• Select the Select All button to highlight all the Approvers appearing in the list or use Ctrl+Click to select individual records (Deselect All to reverse any records selected).
• Select the Select All button to highlight all the Invoices appearing in the list or use Ctrl+Click to select individual records (Deselect All to reverse any records selected).

Completion Instructions Generate Invoice Approvals Selection Form

For Approval
• Select Send to send invoices to the appropriate department for Approval.
  
To Receive
• Select Send to receive approved invoices to the Transactions table.
• Select Cancel to reset and escape the Generate Invoices Approvals selection form.

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